SkyOak Wealth LLC Invests $526,000 in Oracle Corporation $ORCL

SkyOak Wealth LLC bought a new position in Oracle Corporation (NYSE:ORCL) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,700 shares of the enterprise software provider’s stock, valued at approximately $526,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after purchasing an additional 5,841,584 shares during the last quarter. Capital Research Global Investors boosted its holdings in shares of Oracle by 1.2% in the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider’s stock valued at $6,555,961,000 after buying an additional 266,588 shares during the period. Bank of New York Mellon Corp boosted its holdings in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider’s stock valued at $3,357,572,000 after buying an additional 98,693 shares during the period. Legal & General Group Plc boosted its holdings in shares of Oracle by 3.4% in the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider’s stock valued at $3,289,595,000 after buying an additional 381,572 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of Oracle by 16.6% in the 3rd quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider’s stock valued at $2,897,895,000 after buying an additional 1,464,826 shares during the period. Institutional investors own 42.44% of the company’s stock.

Oracle Trading Up 3.0%

Shares of NYSE:ORCL opened at $195.48 on Friday. The company has a 50 day moving average of $162.15 and a 200-day moving average of $182.85. The firm has a market cap of $562.22 billion, a P/E ratio of 35.10, a P/E/G ratio of 1.81 and a beta of 1.55. Oracle Corporation has a twelve month low of $134.57 and a twelve month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL) last issued its quarterly earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The company had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, analysts anticipate that Oracle Corporation will post 6.08 earnings per share for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Thursday, April 9th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. Oracle’s dividend payout ratio is currently 35.91%.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush and other analysts reiterated a bullish view on Oracle, with fresh price targets above current levels and commentary that the market may be underestimating Oracle’s role in the next phase of AI infrastructure demand. Oracle’s AI Infrastructure Bet Gains Support
• Positive Sentiment: Oracle is being highlighted for expanding its agentic AI push through U.S. defense partnerships, reinforcing the company’s AI relevance in mission-critical government and national security workloads. Oracle (ORCL) Expands Its Agentic AI Push Through U.S. Defense Partnerships
• Positive Sentiment: Social-media and trading chatter turned bullish after President Trump’s Q1 2026 disclosure showed a multimillion-dollar Oracle position, which investors read as an endorsement of Oracle’s cloud and AI infrastructure story. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Positive Sentiment: Oracle’s latest board addition, Cleveland Clinic CEO Tomislav Mihaljevic, signals continued emphasis on healthcare growth and could strengthen Oracle’s push deeper into healthcare IT. Oracle adds Cleveland Clinic CEO to board of directors
• Neutral Sentiment: Oracle continues to win large government and enterprise contracts, and recent data showed more than $1.3 billion in award payments over the last year, supporting the long-term revenue base but not changing the near-term story by itself. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Neutral Sentiment: Insider and congressional trading disclosures showed mixed signals, with insiders selling shares and lawmakers mostly selling as well, which may temper enthusiasm but is not the main driver today. Oracle Stock (ORCL) Opinions on Trump’s Q1 2026 Trades Disclosure
• Negative Sentiment: Some investors remain cautious about Oracle’s heavy spending on AI infrastructure and the company’s elevated leverage, raising questions about how quickly the AI push will convert into earnings. Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth?

Insider Buying and Selling at Oracle

In other news, EVP Stuart Levey sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total value of $2,642,850.00. Following the completion of the sale, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This represents a 81.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 40.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on ORCL shares. JPMorgan Chase & Co. raised shares of Oracle from a “neutral” rating to an “overweight” rating and decreased their price target for the company from $230.00 to $210.00 in a report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Oracle from $375.00 to $300.00 and set a “buy” rating for the company in a report on Monday, March 9th. Citigroup lifted their price target on shares of Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Stifel Nicolaus decreased their price target on shares of Oracle from $275.00 to $220.00 and set a “buy” rating for the company in a report on Wednesday, March 11th. Finally, DA Davidson lifted their price target on shares of Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, March 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $261.46.

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.